Automate investment. Grow faster.

Increase productivity with all your sales communication in one place.

Our Customers

Family Offices
Wealth Advisors
Asset Managers
Private Banks

What can it do?

Your benefits using InvestGlass

InvestGlass is the inside sales CRM-CMS of choice for financial advisors, sales and family office.

More features

100% success

with customisable On-boarding

Up to 3 times faster

Customisable robot advisor

Up to 90% increase

in productivity with proactive leads

2/3 cost saving

thanks to compliance automate


Gain insights into your customers

InvestGlass is key for assessing suitability and appropriateness, managing client assets, best execution or reporting on transactions.

On the go, InvestGlass terminal is the most flexible platform for financial professionals who need price data, news and analytics to make smarter business decisions.

Commodities / Derivatives / Equities / Fixed Income / Foreign Exchange

Client classification

Automatic Tags

Marketing controls

Pre-Advice check

Target market

suitability and appropriateness

Made in Switzerland

Is this what you are looking for?

Increase Net New Money

Ignite Pro-Active Leads

Enabling Marketing Efficiency

Enhance Fee / Human-Time Ratio

Get started today

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About InvestGlass

InvestGlass offers the industry's leading integrated wealth advisor platform. Before any client interaction wealth advisors check on your customised InvestGlass platform for recommendations. InvestGlass is not an investment advisor, broker or dealer and therefore does not participate in the offer, sale or distribution of securities, nor does it provide any investment advice. This website is using cookies. By using this website you agree to the following Terms of Service.

Contact Us

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Call us: +41 22 552 03 26
Chemin du Pré-Fleuri 3
1228 - Plan-les-Ouates Suisse